Number of Shares
1.29 Mil
Current Holdings Value*
$22.74 Mil
% of Portfolio
17.01%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
9.55%

JP Wealth Management, Inc.'s SRH Total Return Fund, Inc. Holding Summary

As of 2025-06-30, JP Wealth Management, Inc. held 1.29 Mil shares of SRH Total Return Fund, Inc.(STEW), totaling $22.74 Mil. This investment constitutes 17.01% of their stock portfolio, and JP Wealth Management, Inc. now holds 1.33% of the outstanding SRH Total Return Fund, Inc.(STEW) stock.

The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 2 purchases of STEW, at an average price of $16.36, for a total of 1.29 Mil shares. Based on historical transaction data and STEW's current price of $17.92, JP Wealth Management, Inc.'s estimated gain on his STEW holdings is $2.01 Mil, reflecting a 9.55% gain to date.

JP Wealth Management, Inc. STEW ($17.92) Holding Chart

JP Wealth Management, Inc. STEW ($17.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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